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What to review before you leave work.

Retirement touches income, Social Security, Medicare, taxes, investments, and your personal goals all at once. Here's how to see the full picture before you make the leap.

Retiring Soon

How to Build a Retirement Paycheck

The paycheck stops. The bills don't. Here's how to create reliable income from your savings, Social Security, and other sources — and which accounts to draw from first.

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Download the free Retirement Readiness Checklist.

See what feels clear, organize your income, healthcare, tax, and family questions, and create your Top 3 Retirement Questions before your next step.

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Retiring Soon resources

Tools relevant to this topic.

Retirement Readiness ChecklistReview the key decisions to make before leaving work — income, Social Security, Medicare, taxes, and more.Free downloadRetirement Expense WorksheetMap out your expected monthly expenses in retirement so you know how much income you actually need.Free download
Monte Carlo Retirement CalculatorEstimate how long your savings might last under different market scenarios.Coming soon

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Straight from the source.

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